新帅上任，雀巢全球范围内裁员1.2万人

Core Viewpoint - Nestlé is undergoing significant restructuring under the new CEO Philipp Navratil, which includes a global workforce reduction of approximately 16,000 positions over the next two years to enhance efficiency and cost savings [1][5][11]. Group 1: Restructuring and Cost Savings - The company plans to cut around 12,000 white-collar jobs across all functions and regions, aiming for annual savings of 1 billion Swiss francs by 2027, which is double the initial target of 500 million Swiss francs [1][5]. - An additional 4,000 positions will be eliminated through productivity improvements in production and supply chain [1]. - The total cost-saving target for the "Growth Support" initiative has been raised from 2.5 billion Swiss francs to 3 billion Swiss francs by the end of 2027 [1]. Group 2: Financial Performance - In the first nine months of the year, Nestlé reported total sales of 65.9 billion Swiss francs, a decline of 1.9% year-on-year, with an organic growth rate of 3.3% [5]. - The actual internal growth rate increased to 0.6%, while pricing contribution remained stable at 2.8% [5]. - The third quarter saw an organic growth rate of 4.3%, an improvement from 2.9% in the first half of the year, with all major product categories showing improvement [5]. Group 3: Regional Performance - The Greater China region has been a significant drag on Nestlé's performance, with an organic growth rate of -10.4% in the third quarter, continuing a downward trend [7]. - Excluding Greater China, the organic growth rate for Asia, Oceania, and Africa was 5.3%, indicating stronger performance in other markets [7]. Group 4: Leadership Changes - Philipp Navratil was appointed as the new CEO on September 1, succeeding Laurent Freixe, amid expectations for significant reforms [10][11]. - The leadership transition is seen as an opportunity to accelerate strategic initiatives and address performance challenges [10][11]. - Key positions in the Greater China region have been filled with new leaders to drive the necessary changes [13].